This feature is now opened to all Zoho CRM customers (CRM Enterprise, Ultimate, CRM Plus, and Zoho One)
Create powerful journeys with Signals + CommandCenter in Zoho CRM
Consider
this journey, you have an event happening. You send event invites and
follow-ups to get registrations. This journey incorporates the
following.
Email 1: Invite
Email 2: Follow up 1, if not registered in 3 days
Email 3: Follow up 2, if not registered in 7 days
Email 4: Feedback from attendees
Email 5: Send the recording to those who registered and not attended
The
goal of this journey is to see whether the purpose of the event is
achieved or not. And you would also want to check if the follow-ups are
working or not. If you have multiple marketing channels for the event,
you would also want to know which one worked well.
Good News!
Now you can do all these from CommandCenter in Zoho CRM, one place where
you can visualize, automate, and monitor your journeys. In addition to
the CRM record triggers, Zoho has now added signals as triggers in
CommandCenter. The following are the newly added triggers.
Based on Email integration in CRM Sending an email
Opening an email
Clicking an email
Bounce of an email
Email not opened
Email opened and not replied
Email not replied
Unsubscribed
Email received
Based on Calls in CRM Receiving an incoming call
An outgoing call left unattended
A scheduled call goes overdue
Based on SalesIQ integration Missed a chat
Based on Desk integration Receiving a new ticket
New comment for a ticket
Receiving a new response
Ticket is overdue
Receiving rating for a ticket
Escalating a ticket
Based on Campaigns integration Opening an email campaign
Clicking an email campaign
Bounce of an email campaign
Marking an email campaign as spam
Receiving reply for an email campaign
Unsubscribed thru an email campaign
Based on Survey integration Sending a survey
Visiting a survey
Receiving a response to a survey
Survey visited but not responded
Survey not visited
Based on Backstage integration Purchasing a ticket
Canceling a ticket
Attendee checks in
Based on Webinar integration Sending invitation for a Webinar
Registration received for a Webinar
Attending a Webinar
&
Custom signals